# COLLECTIVE RETIREMENT SOLUTIONS LLC

COLLECTIVE RETIREMENT SOLUTIONS LLC of BRYN MAWR, PA is an SEC-registered investment adviser.

## Registration

- CRD: 327798
- Type: SEC-registered investment adviser
- SEC file number: 801-129172
- Location: 925 WEST LANCASTER AVENUE, SUITE 250, BRYN MAWR, PA, 19010
- Phone: (610) 639-6333
- Latest filing: 2023-12-11
- Clients: 1

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [MORGAN DAVID KENNETH](https://search.stillhousedata.com/person/728891) | CHIEF COMPLIANCE OFFICER | — |
| [HIGGINS THOMAS JOSEPH](https://search.stillhousedata.com/person/778364) | MANAGING PARTNER | — |
| [PAGE BLAKELY CHAPMAN](https://search.stillhousedata.com/person/826883) | MEMBER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CRS INVESTMENT TRUST | Other Private Fund | — | 0 | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327798/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327798/similar
- Related entities: https://search.stillhousedata.com/firm/327798/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327798

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.